Aspiring Financial Adviser ( Fish Hoek)

Old Mutual Limited; Cape Town; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual Limited is seeking aspiring financial advisers in Fish Hoek, Cape Town. The role focuses on championing customers to identify their financial needs, offering sound advice, and implementing tailored financial plans and solutions.

Candidates should be self-motivated and entrepreneurial, with strong consultative selling and customer service skills. As part of one of Africa's leading insurance companies, you will build trusted client relationships, identify sales opportunities, and

Qualifications

• Matriculation required.
• Self-motivated and dynamic individuals with an entrepreneurial spirit.

Responsibilities

• Identify financial needs of customers and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Build trust and strengthen relationships with clients through ongoing service and support.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate (Matric)

Job description

## Aspiring Financial Adviser ( Fish Hoek)Applylocations: Cape Townposted on: Posted Todayjob requisition id: JR-81652**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.**Aspires to be a Financial Adviser**We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing \"fit for purpose\" financial plans and solutions.**Skills**Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships### **Competencies**Action Oriented### ### Balances Stakeholders### ### Builds Networks### ### Collaborates### ### Communicates Effectively### ### Customer Focus### ### Decision Quality### ### Ensures Accountability**Education**Matriculation Certificate (Matric)**Closing Date**20 August 2026 , 23:59***The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.********The Old Mutual Story!*****0:00 / 2:28### WHY PFA IS THE BEST**FIND FINANCIAL FREEDOM WITH PERSONAL FINANCIAL ADVICE**Personal Financial Advice (PFA) is the biggest distribution channel in Old Mutual and has more than 2 500 advisers that span the length and breadth of South Africa.PFA not only facilitates a bolder financial future, but empowers you and your practice with the tools and confidence to provide exceptional advice and quality service to your customers.**TAKE YOUR CAREER TO NEW HEIGHTS**Our advisers define their own destinies, forging an entirely unique, exciting career path along the way. Whether you’re a recent graduate on your way up, or an established financial adviser looking for a new challenge to give you that competitive edge, we’ll meet you where you are now, then equip you with the world-class tools and support you need to take your career to unparalleled new heights.As part of our PFA family, you’ll have the opportunity to build from an unmatched foundation of established, multinational, and diverse financial services, which puts our people at the heart of everything we do.### Please scan the QR code for more...**#AdvisersWhoDoGreatThingsEveryDay**